To commence an Investment Datafeed from IOOF Group, please follow these steps:
NOTE: Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.
Contact your BDM for more information on License Types.
PHASE ONE - REQUEST THE DATAFEED
The first step is to request the initialisation of the Datafeed from the IOOF Group.
To active this new IOOF Group Datafeed, an adviser doesn’t need to raise it via this link anymore:
To register the new IOOF Group EPI 4.3 Datafeed, advisers must sign in to IOOF Online (Adviser and dealer group login) and enable the Datafeed there.
PHASE TWO - LINKING THE IOOF Group FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “IOOF Group”:
5) The page will update to display the necessary fields; The adviser should select IOOF Group as the Provider and use the adviser code and their own IOOF Online username/password as credentials:
Provider = IOOF Group
Adviser ID = IPS5455 — 'IPS' followed by 4 characters of adviser code
Login = IOOF Online username
Password = IOOF Online password
The Adviser Code, User Name, and Password are what needs to be entered into AdviserLogic to link your IOOF Group data to your account.
That’s it! Your IOOF Group Datafeed should then commence automatically within 48-72 hours once the setup is completed in IOOF’s systems.